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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Towle & Co
Denver,
Colorado
| $539M | -$14.6M | -3% | 0.23% | 172% | 35 | 17.14% | 1.3 |
|
| 1777 |
1777
ARS Investment Partners
New York
| $538M | -$49.9M | -8% | 3.15% | 260% | 94 | 20.21% | 1.2 |
|
| 1778 |
1778
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $538M | -$12.7M | -2% | 0.51% | – | 200 | 7.5% | 1.5 |
|
| 1779 |
1779
Pine Brook Road Advisors
Bedford,
New York
| $538M | -$40.1M | -7% | 5.34% | – | 3 | 0% | 1 |
|
| 1780 |
ICAS
1780
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $537M | +$12.7M | +2% | 1.35% | 24.9% | 793 | 15.13% | 1.2 |
|
| 1781 |
1781
Pekin Hardy Strauss
Chicago,
Illinois
| $537M | -$143M | -21% | 1.5% | 102% | 261 | 45.59% | 1.4 |
|
| 1782 |
1782
Pacific Global Investment Management
Glendale,
California
| $537M | -$33.6M | -6% | 0% | 48% | 232 | 9.05% | 1.5 |
|
| 1783 |
1783
Taurus Asset Management
New York
| $536M | -$22.1M | -4% | 0.42% | 26.9% | 97 | 9.28% | 1.5 |
|
| 1784 |
DS
1784
Dalal Street
West Lake Hills,
Texas
| $536M | -$16.5M | -3% | 16.4% | 92.7% | 11 | 27.27% | 0.9 |
|
| 1785 |
1785
Acropolis Investment Management
St. Louis,
Missouri
| $535M | +$19.8M | +4% | 2.38% | 51% | 152 | 9.21% | 1.4 |
|
| 1786 |
1786
Cypress Asset Management
Houston,
Texas
| $535M | -$8.49M | -2% | 0.57% | 141% | 219 | 17.81% | 1.4 |
|
| 1787 |
1787
Sigma Investment Counselors
Northville,
Michigan
| $534M | +$6.5M | +1% | 1.81% | 54.9% | 116 | 10.34% | 1.5 |
|
| 1788 |
PS
1788
Presima Securities
Montreal,
Quebec, Canada
| $534M | +$10M | +2% | 6.02% | 10.3% | 30 | 10% | 1.2 |
|
| 1789 |
1789
North Star Investment Management
Chicago,
Illinois
| $534M | +$9.8M | +2% | 0.33% | 80.6% | 840 | 10.6% | 1 |
|
| 1790 |
1790
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $534M | +$5.9M | +1% | 1.79% | 121% | 147 | 5.44% | 1.6 |
|
| 1791 |
1791
EP Wealth Advisors
Torrance,
California
| $532M | -$75M | -12% | 1.1% | – | 150 | 23.33% | 1.2 |
|
| 1792 |
1792
GW & Wade
Wellesley,
Massachusetts
| $531M | +$150M | +39% | 0.69% | 32.2% | 262 | 58.02% | 0.5 |
|
| 1793 |
1793
Vigilant Capital Management
Portland,
Maine
| $531M | +$24.8M | +5% | 4.4% | 48.8% | 322 | 26.09% | 1.2 |
|
| 1794 |
1794
Balentine LLC
Atlanta,
Georgia
| $529M | – | – | 4.72% | 59.8% | 341 | – | 0 |
|
| 1795 |
AAA
1795
Adams Asset Advisors
Dallas,
Texas
| $529M | -$34.2M | -6% | 3.7% | 66.8% | 89 | 11.24% | 1.2 |
|
| 1796 |
AAM
1796
Ardevora Asset Management
London,
United Kingdom
| $528M | +$67.6M | +15% | 6.76% | 39.4% | 98 | 40.82% | 0.2 |
|
| 1797 |
1797
Delta Asset Management
Memphis,
Tennessee
| $528M | +$13.7M | +3% | 0.24% | 53.8% | 600 | 9.67% | 1.5 |
|
| 1798 |
1798
BDT Capital Partners
Chicago,
Illinois
| $527M | -$181M | -26% | 7.45% | 25.5% | 1 | 0% | 1.8 |
|
| 1799 |
1799
Thompson Investment Management
Madison,
Wisconsin
| $527M | +$2.28M | +0.4% | 0.28% | 100% | 169 | 4.14% | 1.6 |
|
| 1800 |
1800
Pictet North America Advisors
Geneva 73,
Switzerland
| $526M | +$31.2M | +6% | 2.15% | 67.7% | 82 | 24.39% | 0.7 |
|